SequelSEC

Blue Bird Corp BLBD

Truck & Bus Bodies · CIK 0001589526 · Fiscal year ends 1003

AnnualQuarterlyTTM
Revenue
$517.16M
Fiscal year ended 2026-06-27
Operating income
$62.67M
Fiscal year ended 2026-06-27
Free cash flow
Unavailable
Fiscal year ended 2026-06-27

Valuation, from the filing

Public float$1.03BMarket value of stock held by non-affiliates, as stated on the cover page for 2025-03-29
Float per share$32.60Float divided by shares outstanding in the same filing. A floor under the share price on that date, not the price itself.
Float / net income8.1×A lower bound on the multiple, because affiliate holdings are excluded.
Float / revenue0.7×A lower bound on the multiple, because affiliate holdings are excluded.
Float / equity4.0×A lower bound on the multiple, because affiliate holdings are excluded.

Every figure here is drawn from the 10-K cover page and the statements behind it, so each one traces to a filing. Public float counts only stock held by non-affiliates, which makes these floors rather than estimates: a high multiple is conclusive, a low one may mean cheap or may mean closely held. The float was measured on 2025-03-29, not today, and each multiple below it uses the figures for the fiscal year ending 2025-09-27 — the year that filing covered.

Valuation over time

8.1× earnings today, against a median of 9.5× across 6 years on record. Below its own history.

Float measuredPublic floatFloat / net income
2025-03-29$1.03B8.1×
2024-09-28$1.23B11.7×
2020-04-04$135.40M11.1×
2019-03-30$250.40M10.3×
2018-03-31$270.30M8.8×
2017-04-01$172.10M6.0×

Each float is paired with the fiscal year the filing that stated it covers. Only years where the company reported positive net income appear, because a multiple against a loss is not a multiple.

Blue Bird Corp (BLBD) reported revenue of $517.16M and net income of $185.26M for the fiscal year ended 2026-06-27. This page shows 10 annual periods of income statement, balance sheet and cash flow figures normalized from Blue Bird Corp’s SEC filings, each linked to the filing it came from. It is classified by the SEC under Truck & Bus Bodies.

Income

Blue Bird Corp income by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-06-272026-03-282025-12-272025-09-272025-06-282025-03-292024-12-282024-09-282024-06-292024-03-30
Revenue$517.16M$352.64M$333.08M$409.36M$398.01M$358.85M$313.87M$350.21M$333.37M$345.92M
Cost of revenue$413.79M$281.99M$261.86M$322.95M$312.08M$288.00M$253.56M$290.61M$264.01M$282.28M
Gross profit$103.37M$70.65M$71.23M$86.41M$85.93M$70.85M$60.32M$59.61M$69.35M$63.64M
Operating income$62.67M$39.12M$37.68M$50.34M$50.07M$33.71M$33.04M$25.58M$39.73M$36.07M
Net income$185.26M$29.30M$30.76M$36.50M$36.46M$26.05M$28.72M$24.66M$28.71M$26.02M
Research & developmentUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Weighted-average diluted sharesshares 35.15Mshares 32.43Mshares 32.62MUnavailableshares 32.58Mshares 32.89Mshares 33.36MUnavailableshares 33.65Mshares 33.07M
Pretax income$197.02M$36.58M$37.88M$51.12M$49.23M$33.60M$35.61M$26.08M$35.88M$32.34M
Income tax expense$10.17M$9.10M$9.12M$13.73M$12.38M$9.13M$8.69M$6.58M$9.94M$8.26M
Diluted EPS$5.27$0.90$0.94Unavailable$1.12$0.79$0.86Unavailable$0.85$0.79
Selling, general & administrative$40.71M$31.53M$33.55M$36.07M$35.86M$37.14M$27.28M$34.03M$29.62M$27.57M
General & administrativeUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Selling & marketingUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable

Balance

Blue Bird Corp balance by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-06-272026-03-282025-12-272025-09-272025-06-282025-03-292024-12-282024-09-282024-06-292024-03-30
Cash & equivalents$116.82M$275.89M$241.74M$229.31M$173.07M$130.75M$136.12M$127.69M$88.42M$93.10M
Total assets$1.17B$689.36M$642.34M$625.26M$575.45M$543.70M$535.22M$524.89M$468.07M$456.48M
Current assets$513.71M$466.57M$425.78M$411.63M$360.67M$328.42M$330.86M$323.38M$275.70M$269.42M
Total liabilitiesUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Current liabilities$313.35M$254.28M$235.11M$236.80M$228.58M$226.65M$229.43M$235.97M$197.57M$219.77M
Total equity incl. NCI$654.89M$297.93M$271.37M$255.42M$221.85M$190.39M$179.70M$159.56M$137.28M$105.79M
Temporary (mezzanine) equityUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Inventory$302.47M$144.76M$140.92M$139.47M$151.04M$163.83M$163.12M$127.80M$144.54M$145.40M
Accounts receivable$53.50M$12.94M$10.77M$20.65M$21.11M$15.79M$14.00M$59.10M$34.01M$11.42M
Goodwill$264.10M$18.82M$18.82M$18.82M$18.82M$18.82M$18.82M$18.82M$18.82M$18.82M
Long-term debt$81.81M$82.98M$84.15M$85.32M$86.49M$87.66M$88.83M$89.99M$91.16M$92.32M
Accounts payable$174.96M$127.12M$121.67M$151.48M$150.16M$153.73M$137.76M$143.16M$128.14M$138.85M

Cash flow

Blue Bird Corp cash flow by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-06-272026-03-282025-12-272025-09-272025-06-282025-03-292024-12-282024-09-282024-06-292024-03-30
Operating cash flow$31.04M$47.76M$36.58M$65.12M$56.92M$27.77M$26.41M$55.35M$989.00K$54.55M
Capital expendituresUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Investing cash flow-$59.02M-$7.85M-$5.66M-$4.81M-$4.95M-$9.02M-$5.09M-$5.68M-$4.49M-$2.74M
Financing cash flow-$131.09M-$5.75M-$18.50M-$4.06M-$9.65M-$24.12M-$12.88M-$10.40M-$1.18M-$36.02M
Net change in cash-$159.07M$34.15M$12.43M$56.25M$42.32M-$5.37M$8.43M$39.27M-$4.68M$15.80M
Stock-based compensation$1.54M$1.67M$2.36M$1.88M$2.97M$7.43M$2.51M$1.59M$2.47M$2.49M
Common dividends paidUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Common share repurchases$0$198.00K$2.38M$5.48M$0$2.97M$1.44M$877.00K$0$0
Depreciation & amortization$8.75M$4.07M$3.98M$3.92M$3.96M$3.85M$3.86M$3.91M$3.66M$3.64M

Derived

Blue Bird Corp derived by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-06-272026-03-282025-12-272025-09-272025-06-282025-03-292024-12-282024-09-282024-06-292024-03-30
Free cash flowUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Gross margin20.0%20.0%21.4%21.1%21.6%19.7%19.2%17.0%20.8%18.4%
Operating margin12.1%11.1%11.3%12.3%12.6%9.4%10.5%7.3%11.9%10.4%
FCF marginUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
SBC / revenue0.3%0.5%0.7%0.5%0.7%2.1%0.8%0.5%0.7%0.7%
Current ratio1.64x1.83x1.81x1.74x1.58x1.45x1.44x1.37x1.40x1.23x
Revenue YoY growth29.9%-1.7%6.1%16.9%19.4%3.7%-1.2%15.6%13.3%15.4%
Net margin35.8%8.3%9.2%8.9%9.2%7.3%9.2%7.0%8.6%7.5%
R&D / revenueUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
CapEx / revenueUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Long-term debt / equity0.12xUnavailableUnavailable0.33xUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Effective tax rate5.2%24.9%24.1%26.9%25.1%27.2%24.4%25.2%27.7%25.5%

Amounts are abbreviated; the exact reported value is carried in each cell. — means unavailable, not zero. Open BLBD in the interactive workspace to inspect any figure back to its filing.

Source filings

10-Q · Filed 2026-08-05View SEC filing
10-Q · Filed 2026-05-06View SEC filing
10-Q · Filed 2026-02-04View SEC filing
10-K · Filed 2025-11-24View SEC filing
10-Q · Filed 2025-08-06View SEC filing
10-Q · Filed 2025-05-07View SEC filing

Companies in the same industry

Every accounting identity this site checks — the balance sheet, the gross profit bridge and the cash flow statement — reconciles in every period shown.